We
execute
deals
We
source
deals
We
invest in
deals
At CriticalPoint, we source, execute, and invest in deals for the traditionally underserved middle market
Since our founding in 2012, our mission has been to serve the needs of owners, entrepreneurs, management teams, and stakeholders with our experience, knowledge, and expert judgment, to help them realize their companies’ greatest potential
PARTNER COMPANIES
Investment Banking
When executing deals for founders, entrepreneurs, and privately-held companies, we specialize in M&A and capital markets advisory, identifying new ways for them to access capital and accelerate growth. We understand firsthand what it’s like to think and act as business owners, and can help our clients figure out what’s next—even if the path isn’t clear yet
When sourcing deals, we play an active role in the entire transaction. Our comprehensive, targeted, and data-driven approach removes the burden for buyers and means constant progress from introduction to close
Private Capital
As investors, our nimble operational excellence translates to certainty to close, without process hang-ups and the red tape of committees. Consider us stewards of the business and management team
INDUSTRIES
Our collective experience in advising, sourcing, and investing across a wide variety of industries is a differentiating factor that results in value creation for the companies with whom we work
- Maintenance, Repair & Overhaul (MRO)
- Controls & Systems
- Components & Subsystems
- Aviation Software
- Distribution
- Business Process Outsourcing (BPO)
- Marketing Services
- Facilities Services & Maintenance
- Food & Beverage
- Household Products
- Contract Manufacturing
- Personal Care
- Apparel
- Leisure & Health
- E-Commerce
- Deal Origination
- M&A Advisory
- Debt Capital Markets
- Special Situation
- Select Co-Investment
- Medical Practice Groups
- Medical Products & Distribution
- Outsourced Services
- Physician Care Services
- Medical Devices
- Building Products
- Specialty Chemicals
- Petroleum Distribution
- Automotive Products
- Capital Equipment
- Engineering & Construction
- Power Distribution
- Machine Tooling
- Media & Entertainment
- Hardware & Software
- Digital Media
- Internet Services
- Telecommunications
- IT Managed Services
- SaaS
- Transportation
- Third Party Logistics
- Freight Forwarding
- Value Added Logistic Services
- Specialized Logistics
- Warehousing & Storage
REPRESENTATIVE EXPERIENCE
Our transaction experience transcends a range of industries, structures, and situations, allowing us to provide solutions uniquely tailored to meet the needs of middle market companies
FEATURED SUCCESS STORIES
CRITICALPOINT TEAM
The members of our team bring experience from the top firms in the world. We combine that collective expertise to serve you
NEWSROOM
CriticalPoint Advises VAZATA on the sale of its Managed Services Division to General
Informatics, a portfolio company of Rosewood Private Investments
MCKINNEY, TX, January 19, 2023 – CriticalPoint is pleased to announce that it served as exclusive financial advisor to VAZATA
CriticalPoint Advises SMA Technologies, a Portfolio Company of Thoma Bravo, on their Acquisition of VisualCron
HOUSTON, TX, December 28, 2022 – CriticalPoint is pleased to announce that it served as exclusive financial advisor to SMA
CriticalPoint Partners Advises KAHO Partners on their acquisition of Dynamic Design Solutions
GREENWICH, Conn., November 8, 2022 – CriticalPoint Partners, LLC (“CriticalPoint”) is pleased to announce that it served as exclusive financial advisor
